Couverture de Ed D'Agostino: The Great Restructuring Has Begun - AI, Tariffs, China & the New Antifragile Asset

Ed D'Agostino: The Great Restructuring Has Begun - AI, Tariffs, China & the New Antifragile Asset

Ed D'Agostino: The Great Restructuring Has Begun - AI, Tariffs, China & the New Antifragile Asset

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 💡Want to hear Ed, Louis Gave, David Rosenberg, Mark Mills, Liz Ann Sonders and more tackle The Great Restructuring in full? Exclusive offer for Wealthion viewers on Mauldin Economics' Strategic Investment Conference 2026: https://bit.ly/48lbKGt Maggie Lake sits down with Ed D'Agostino, partner and macro team leader at Mauldin Economics, to unpack what he's calling The Great Restructuring: the disconnect between terrible sentiment and resilient consumer data, the dispersion of opinion among top economists, and a pace of change that's overwhelming even seasoned CEOs. Ed explains why traditional data, chart setups, and even government statistics are breaking down, and why AI is accelerating faster than most people realize, including agents now trading real money autonomously and beating their owners. A candid conversation about why the old playbook is broken and what questions investors should actually be asking right now. 💡If the Great Restructuring is here, hard-asset positioning matters more than ever. Join Wealthion's Real Assets Community: https://wealthion.com/getready https://wealthion.com/realassets 💡Worried your portfolio isn't built for a regime where correlations are breaking down? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4vUvgnp 💡With bonds no longer hedging stocks, real money is back on the table. GBI Direct: The Best Way to Invest in Gold and Silver: https://gbidirect.com/?aff=WTH 💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion Chapters: 1:22 - The Great Restructuring: Why Everything Feels So Unclear 3:18 - Beyond the K-Shaped Economy: What’s Really Driving the Disconnect 8:18 - Can We Still Trust the Data? 9:37 - Is AI a Familiar Cycle or a True Paradigm Shift? 15:48 - Have Tariffs Faded, or Are They Still the Real Story? 19:44 - Energy, AI, and Geopolitics: How Do You Invest Through It? 23:12 - What Are Investors Most Worried About Right Now? 24:51 - ⭐️Wealthion Golden Nugget: Defense or Opportunity - How Should Investors Play This Market? Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #EdDAgostino #MaggieLake #GreatRestructuring #AI #Tariffs #MacroEconomy #EnergyStocks #StrategicInvestmentConference ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices
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